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Overview>Table>Opening Plenary: A Room with a (Buy-Side) View: The Year Ahead

Monday, February 10, 12:00 p.m. - 12:55 p.m. | Astor

Join us for a scenic view of 2014 with portfolio managers and senior buy-side analysts. This lively panel discussion will be primed with the results of this year’s Investor Perception Study, conducted by BIO’s Industry Analysis Team and International Strategy & Investment (ISI). Panelists will field a range of questions on the peaks and valleys of the 2014 landscape, from valuations and volatility to challenges and opportunities facing institutional investors today.

Who's Who

Andrew Acker, CFA
Portfolio Manager, Janus Global Life Sciences

Andy Acker is Portfolio Manager of the Janus Global Life Sciences strategy and Portfolio Manager and Executive Vice President of the Janus Global Life Sciences Fund, a position he has held since May 2007. Mr. Acker served as Assistant Portfolio Manager on the Janus Global Life Sciences strategy from April 2003 to April 2007, and Co-Portfolio Manager of the Janus Aspen Global Life Sciences portfolios from October 2004 to April 2007. He also serves as an equity research analyst and co-team leader of the healthcare sector research team.

Mr. Acker joined Janus in August 1999 as an equity research analyst, focusing on companies in the biotechnology and pharmaceutical industries. Prior to Janus, he worked as a strategy consultant for the Boston Consulting Group and as a healthcare analyst for Morgan Stanley Venture Partners. Mr. Acker received his bachelor of science degree in biochemical sciences from Harvard University, graduating magna cum laude and Phi Beta Kappa. He also earned an MBA from the Harvard Business School, graduating with honors. Mr. Acker holds the Chartered Financial Analyst designation and has 18 years of financial industry experience.

Since November 2003, Dr. Koppel has served as a Managing Director of Brookside Capital, the public equity affiliate of Bain Capital. Prior to joining Brookside Capital, he was an Associate Principal with McKinsey & Company where he consulted to companies in the pharmaceutical and biotechnology industries. Dr. Koppel received an M.D. and Ph.D. from the University of Pennsylvania School of Medicine, an M.B.A. from the Wharton School of the University of Pennsylvania and a B.A. from Harvard University.

Oleg Nodelman
Founder & Managing Director, EcoR1 Capital

Oleg Nodelman is the Founder and Managing Director of EcoR1 Capital, a San Francisco-based, value-oriented healthcare investment fund. EcoR1 capitalizes on opportunities in the biotechnology sector and mitigates risk through a highly engaged investment process, emphasizing the value of identifying and recruiting premier human capital in all aspects of corporate management and scientific leadership. Prior to EcoR1, Mr. Nodelman was a portfolio manager at BVF Partners L.P., one of the oldest dedicated biotechnology hedge funds. At BVF, Mr. Nodelman’s responsibilities included all aspects of the business including opportunity generation, deep diligence, portfolio management and trading.

Prior to joining BVF in 2001, Mr. Nodelman was a consultant with Mercer Management Consulting (now Oliver Wyman), a consulting firm focused on strategy, operations, risk management, organizational transformation and leadership development. At Mercer, he worked with senior management from companies in a variety of industries to develop and implement long-term strategy and build shareholder value.

Mr. Nodelman is on the Board of Addex Therapeutics (SIX: ADXN) and a is member of the President's Council at the Gladstone Institute. He holds a Bachelor of Science in Foreign Service with a concentration in Science and Technology from Georgetown University.

Mark has been conducting research on biotechnology companies for more than 10 years. Mark and his team provide clients with an investment edge through “data tidbits” and “on-the-fly” analysis in response to breaking news. They also provide "deep-dive" analyses on clinical, financial, and market data.

The Health Care Research Team is available around the clock, conducts customized client projects, assists with corporate access, and accepts personal meetings.

William S. Slattery
Partner, Deerfield Management Company

William S. Slattery is a Partner at Deerfield Management Company L.P. He is serving at the firm since 2000. Mr. Slattery’s primary responsibility includes biotechnology investments. From 1992 to 1999, he was the Senior Healthcare Analyst at Amerindo Investment Advisors, Inc., also specializing in biotechnology and health information technology. Prior to 1992, Mr. Slattery held a variety of research and administrative positions in clinical development and alternative care settings. He received his B.Sc. in Biochemistry from the State University of New York at Albany and attended graduate School at Rutgers University.